SBIA

Sheaff Brock Investment Advisors Portfolio holdings

AUM $1.09B
1-Year Est. Return 14.39%
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
566
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$6.63M
3
+$5.46M
4
HD icon
Home Depot
HD
+$3.53M
5
V icon
Visa
V
+$3.32M

Top Sells

1
+$19.8M
2
+$6.01M
3
+$4.39M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.29M
5
MSFT icon
Microsoft
MSFT
+$3.85M

Sector Composition

1 Technology 30.46%
2 Consumer Discretionary 13.04%
3 Financials 12.37%
4 Healthcare 8.99%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$411K 0.03%
3,205
302
$409K 0.03%
24,000
303
$409K 0.03%
1,408
+135
304
$405K 0.03%
1,034
+5
305
$403K 0.03%
3,964
+204
306
$397K 0.03%
+8,864
307
$395K 0.03%
4,903
-141
308
$393K 0.03%
6,220
309
$391K 0.03%
2,548
+396
310
$390K 0.03%
12,046
+451
311
$387K 0.03%
1,511
-20
312
$387K 0.03%
6,615
-292
313
$386K 0.03%
6,200
314
$384K 0.03%
2,996
+80
315
$383K 0.03%
7,333
-400
316
$380K 0.03%
2,857
317
$379K 0.03%
14,500
318
$376K 0.03%
24,272
319
$371K 0.03%
1,853
320
$370K 0.03%
3,755
+205
321
$369K 0.03%
4,178
+14
322
$366K 0.03%
13,399
-2,531
323
$365K 0.03%
1,536
-33
324
$363K 0.03%
41,264
+1,200
325
$358K 0.03%
+2,304
11 12
13
14 15